Employment Status: Permanent, Full-time, In-Person; must cover multiple locations in the Red Deer region.
Posting Closes: May 12th, 4:00 p.m.
What You’ll Be Doing
Deliver the full financial planning experience by implementing the CFP’s six steps of financial planning—including discovery, gathering data, analysis, presentation, implementation, and annual reviews—to existing members.
Maintain up‑to‑date industry knowledge and uphold accreditation and licensing requirements.
Monitor and ensure personal and corporate goals are being met/exceeded—growth of book of business, revenue, asset gathering, retention, sales/renewals, insurance, member segmentation, and referrals.
Support the team’s sales plan focused on retaining and attracting high‑net‑worth members, developing internal referral sources, centers of influence,...